Best Investors
Account
Sign in
161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2012-12-06 |
Branch Locations
980 Woodstock Pkwy Suite 210, Woodstock, GA 30188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company | Horsham | PA | 12/2012 | Present |
| Hornor, Townsend & Kent, Inc | Horsham | PA | 12/2012 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: NIB FIXED GROUP INSURANCE | POSITION HELD: AGENT | ADDRESS: 3535 ROSWELL RD, STE 16, MARIETTA, GA 30062 | START DATE: 07/2012 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS | DESCRIPTION OF DUTIES: SALES AND SERVICE OF INSURANCE PRODUCTS FOR MULTIPLE CARRIERS INCLUDING THE PENN MUTUAL LIFE INSURANCE COMPANY. 2)RENTAL PROPERTY | INVESTMENT RELATED: NO | DBA NAME: N/A | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 1850 BRIARWOOD TRAIL, CUMMING, GA 30041 | START DATE: 04/01/2006 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS | DESCRIPTION OF DUTIES: RENT COLLECTION & MAINTENANCE OF PROPERTY. 3)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: Strategic Planning Group | POSITION HELD: AGENT | ADDRESS: 980 WOODSTOCK PKWY Suite 210, WOODSTOCK, GA 30188 | START DATE: 06/26/2013 | NATURE OF ACTIVITY: OTHER | APPROX HRS PER MTH: 26-40 HRS | APPROX TRADING HRS PER MTH: 26-40 HRS | DESCRIPTION OF DUTIES: RECRUITING AND LIFE INSURANCE SALES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-27 |
Reach out to this advisor